Wealth Client Services Associate (Hybrid)Gwkinvest • Boston, MA, United States
Wealth Client Services Associate (Hybrid)
Gwkinvest • Boston, MA, United States
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A leading investment management firm in Boston is seeking a Client Service Associate to act as a liaison between clients and the portfolio management team. The candidate will be responsible for responding to client inquiries, monitoring accounts, and preparing reports. The ideal candidate holds a bachelor's degree, has 2+ years of industry experience, and is detail-oriented with strong organizational skills. This role offers a hybrid working schedule.
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Client Service Associate • Boston, MA, United States
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